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RMR Wealth Builders’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

RMR Wealth Builders’s Portfolio DGRE Stock Details DGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,867
Closed -$85K – 296
2021
Q1 		$85K Buy
+2,867
New +$85.9K 0.02% 290

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

RMR Wealth Builders's DGRE Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2021, closing a stake of 2,867 shares — an estimated $85K sold.

RMR Wealth Builders first reported a position in DGRE in Q1 2021 and held it in 1 quarter. The position peaked at $85K in Q1 2021. 42 funds tracked by Wall St. Rank hold DGRE as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,867 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2021, an estimated $85K.
  • RMR Wealth Builders first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $85K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.